Intern
What you actually do
Miss test and recover math. You are the clock, not a dispatcher riding along.
Library / HVAC companies / HVAC wires missed-call text-back as the offer, especially when it is 95 degrees
HVAC leaks when the phone is the company and GHL is a filing cabinet, after-hours goes to voicemail, membership customers get demand-gen blasts, and reviews are asked in a panic — or never. This vertical wires missed-call SMS, source on every job, membership vs demand vs install stages, estimate booked as conversion, and reviews after completed work. Peak uses the same objects with a tighter SLA.
HVAC leaks when the phone is the company and GHL is a filing cabinet, after-hours goes to voicemail, membership customers get demand-gen blasts, and reviews are asked in a panic — or never. This vertical wires missed-call SMS, source on every job, membership vs demand vs install stages, estimate booked as conversion, and reviews after completed work. Peak uses the same objects with a tighter SLA.
The weekly number is missed-call recover (missed → booked or quoted) and speed-to-first-outbound. Call volume in the vendor is not the number.
After-hours in a heat wave is the business. Honest SMS now. Morning lists lose to whoever texted at 7:12 p.m.
Membership customers are not 'leads'. Acquire coupons and demand blasts should not treat them as strangers.
Storm/peak: do not invent a spreadsheet CRM. Same stages, overflow rules.
Reviews after the job, not a QR while they are still hot and angry about wait time — unless you like one-stars.
Intern
Miss test and recover math. You are the clock, not a dispatcher riding along.
Operator
Text-back is the offer. Job types. Members aren’t leads. Peak = same objects. Reviews after jobs.
CEO
Heat-wave demand you already paid for dies in voicemail. Recover rate is the number. Until SMS write-in exists, more ads are louder silence.
Tracking number, missed-call SMS, membership vs demand vs install, estimate appointment, source, after-hours queue, completed-job review, membership next-service date.
Missed call → SMS minutes; opportunity now
Form/ads → same pipeline, source tagged
Estimate booked → show reminders; no-show recover
Completed → review; membership renewal clock if they have one
Live number. SMS. Contact. Source.
Why: This is the product.
Done when: Under SLA.
Membership, demand, install. Lost reasons.
Why: Blended 'leads' hide the motion.
Done when: Counts exist.
Reminders, recover, show rate.
Why: More leads into a ghost calendar makes it worse.
Done when: Show rate named.
Next-service date. Pre-season for last year. Not acquire copy.
Why: Reacquiring members is a tax.
Done when: Members have dates. Excluded from acquire.
Same objects, SLA restated, overflow.
Why: Peak is the test.
Done when: Written. No war-room sheet as system of record.
Miss-on-purpose. Job types. Membership exclusion from acquire. Estimate reminder. You are not designing a truck wrap.
More Google ads, more tracking numbers, or a new chatbot until missed-call recover exists. Extra numbers into voicemail buy ghosts.
Busy board. Voicemail nights. Memberships in the blast. Reviews never or at the worst moment. Peak spreadsheet. That is a phone with a logo.
Missed-call recover rate, minutes to first outbound, estimate show. Peak week uses the same three.
They may not. The office and the missed-call wire must. Personal phones as the company is the hostage.
If it does not write GHL, you have reporting without a recover machine.
Then still tag demand vs membership vs install. Blended boards will starve the motion you care about without you seeing it.
This week
This week: missed-call SMS, three job types, membership dates/exclusions, estimate reminders. No extra ad budget as a substitute.
One 'we miss you' postcard is not a system. Holes in the book you cannot name are the leak.
Read ↗Instagram is not a CRM. Mixing first-visit and lapse in one blast cheapens both.
Read ↗Day 7–21 after intro predicts member vs cancel. Failed payments need a human save path.
Read ↗Internet leads that wait more than five minutes are often already on another tour.
Read ↗All agencies and services ↗ · coaches franchise systems training brands
Working notes
The minimum CRM, pipeline, and nurture spec before you add more pages. Request the file. It arrives by email — not a public dump, not a drip of slogans.
Email and WhatsApp stay open. A call is for installing the system — not for a tour of tools.